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Adding Projects to a Portfolio Plan

Allen Van Wey

We are using Portfolio Releases (Cross-Project Releases) to group changes delivered by multiple teams into a single planned release/deployment. Most of the Projects are already there under our Portfolio Plan, but some projects are not (I'm assuming they might have been created by copying an existing project which was created before we implemented Portfolio).

Is there a way to associate an existing Project with a Portfolio Plan, or must this be done when the Project is first created?

Accepted answers

Carlos Garcia Navarro

Hi Allen,

You can go to your Portfolio plan, click on the three dots icon to the right of the plan name, and select 'Configure':

Screen Shot 2017-12-11 at 8.14.12 PM.png

Then select issue sources-> 'edit sources', and add the projects to the plan:

Screen Shot 2017-12-11 at 8.16.34 PM.png

Hope it helps,

Carlos

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